Introduction: Oranj and Marketplace Pro

Welcome to Your Adviser Dashboard!

Welcome to your personalized wealth management platform. Your dashboard is an end-to-end software platform that combines an intuitive wealth management portal with institutional grade trading & rebalancing, along with a marketplace of best-in-class asset managers.  

Advisers login to gain insights to their client and prospective clients' financial lives. Clients login to have their financial life organized in one place and to receive financial advice from their adviser.

Oranj

Oranj allows your clients to:

  • Add held-away financials
  • See accounts you manage
  • Add and track goals
  • Upload documents in an interactive vault
  • Receive financial information through dashboards that provide useful insights such as 
    • Net worth
    • Investment strategy and asset allocation
    • Cash flow as it pertains to spending and saving
    • Goal progression 

Advisers are able to:

  • Connect their managed account data 
  • Integrate their DocuSign account so their clients and prospects can open and transfer accounts to them
  • Receive access to asset manager portfolio models: BlackRock, Frost InvestmentsETF SecuritiesDirexion, Marsico, Aberdeen, Nationwide, Pimco, and WisdomTree 
  • Trade and rebalance those portfolios
  • Trade and rebalance TD Ameritrade, Charles Schwab, Pershing, and Fidelity portfolios via our FIX connections with Flyer
  • View client and prospect
    • Net worth
    • Held-away financials
    • Investment strategy and asset allocation

 

Oranj Marketplace Pro

An additional tier, named Oranj Marketplace Pro, allows you to unlock the security universe. Unlocking the security universe allows advisers access to over 85,000 stocks and mutual funds and the ability to trade and rebalance beyond just the fund partners listed above. 

 

 

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